EARNED WEALTH ADVISORS, LLC: SOFI position timeline

EARNED WEALTH ADVISORS, LLC held 0 SOFI shares at 2025-09-30 per its 13F-HR filed 2025-10-22.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -34,383 shares

   13F-HR 0001905663-25-000009 filed by EARNED WEALTH ADVISORS, LLC
   Filed 2025-10-22 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-06-30

   13F 34,383 shares

   Change vs previous 13F +336 shares

   0.12% of the 13F portfolio, value $626,115.

   13F-HR 0001905663-25-000007 filed by EARNED WEALTH ADVISORS, LLC
   Filed 2025-08-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-03-31

   13F 34,047 shares

   Change vs previous 13F +34,047 shares

   0.09% of the 13F portfolio, value $395,967.

   13F-HR 0001905663-25-000005 filed by EARNED WEALTH ADVISORS, LLC
   Filed 2025-05-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-12-31

   13F 0 shares

   Change vs previous 13F -3,412 shares

   13F-HR 0001905663-25-000001 filed by EARNED WEALTH ADVISORS, LLC
   Filed 2025-01-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

5. period ended2024-09-30

   13F 3,412 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $26,818.

   13F-HR 0001905663-24-000003 filed by EARNED WEALTH ADVISORS, LLC
   Filed 2024-11-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).